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The Follow Up Boss Automation Revolution Has Arrived

Streamline your sales operations, eliminate manual data entry, and maximize your agent’s productivity with advanced Follow Up Boss automation capabilities. Sign up for free early access to beta test the Follow Up Boss Automation Builder and take your FUB account to a whole new level.

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Trigger Happiness

More FUB Automation Triggers = More Time Savings

The Follow Up Boss automation builder will eventually allow the use of any FUB webhook as an automation trigger. For now, all of the triggers listed below are currently available.

Calls

Triggers: When a call is Created or Updated

Text Messages

Triggers: When a Text Message is Created

Emails

Triggers: When an Email is Created

Notes

Triggers: When a Note is Created or Updated

Deals

Triggers: When a Deal is Created, or Deleted

People

Triggers: When a Person is Created or Deleted

Appointments

Triggers: When an Appointment is Created, Updated, or Deleted

Automation Amplification

Super-Charged FUB Automation

Use the triggers listed above to apply tags in FUB. When the tags are applied they can be used as triggers for FUB (or Zapier, or Make) automation, which will greatly expand the automation capabilities of those platforms.

Automated Agent Accountability

Automatically Reassign Leads when the Assigned Agent is M.I.A.

The FUB automation builder can apply a tag (ex: #Assigned Agent Activity) when the assigned agent logs a call, sends a text or email, or creates a note.

Run a FUB action plan (or Zap workflow) when a new lead comes in to reassign the lead after a certain timeframe if the #Assigned Agent Activity tag hasn’t been applied yet.

FUB Genius Lists

Optimized Smart Lists

The FUB automation builder can also populate data to custom fields from any of the triggers listed above.

Currently, FUB smart lists have some limitations. Building a smart list based on last activity isn’t ideal as a call from a lender will drop the contact off the assigned agent’s smart list.

Instead, use the automation builder to populate a date to an Assigned Agent Last Call Date custom field, and use that field for your assigned agent’s smart lists.

Coming Soon

More FUB Automation Triggers On The Way

The Follow Up Boss automation builder will eventually allow the use of any FUB webhook as an automation trigger. All of the triggers listed below will be added as soon as possible.

Deals

Triggers: When a specific field on a Deal is updated

People

Triggers: When a specific field on a Person is Updated

People Stages

Triggers: When a Person Stage is Updated

People Relationships

Triggers: When a Relationship is Created, Updated, or Deleted

Email Event

Triggers: When a person opens, clicks, or unsubscribes from a marketing email

Tasks

Triggers: When a Task is Created, Updated, or Deleted

Website Events

Triggers: When a person performs an action on your IDX website

Dates

Triggers: When a date field on a person or deal is a specified time interval in the future or past

Automated Agent Accountability

Automated Agent Accountability

Dates to Task functionality: Dynamically create tasks with due dates that are based off of FUB Person and Deals..

The FUB automation builder can apply a tag (ex: #Assigned Agent Activity) when the assigned agent logs a call, sends a text or email, or creates a note.

Automated Agent Accountability

Person and Deal Field Updates: Trigger automations when fields in FUB Lead or Deal are updated.

The FUB automation builder can apply a tag (ex: #Assigned Agent Activity) when the assigned agent logs a call, sends a text or email, or creates a note

The free planner you need to plan & implement your FUB Smart Lists

Get instant access to the free Follow Up Boss Smart List Planner featuring The Whissel Realty Group Smart List Case Study

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